Walt17

'Dollar Up Stocks Down' Will Likely Change Soon

Short, but salient.

"All of these things are very, very important. Unless they're not."

That would seem to be an axiom that applies to much of the data we analyze. Separating the media noise from the truly significant seems to be a never ending battle.

What's the Fair Value for the Dow Jones Industrial Average?

I do not agree with that!

Your suggestion implies that you want the government to control how we invest. Our government has not given me any reason to believe that letting them dictate my trading strategies would be to my best interest.

Whether you’re a Republican or Democratic - What must end is the notion that government can make everything better. They have repeatedly demonstrated an inability to do that. So why would any reasonable investor want the government to have further sway in their financial well being?


On Nov 01 07:01 AM apppro wrote:


> Whether you’re a Republican or Democratic, whether you’re a capitalist
> or socialist, whether you’re a ying or a yang; we MUST ALL start
> to agree upon ONE THING and that is this short-term mentality and
> trading MUST END!
>
> STOP THE INSANITY NOW!
>
> Revised Tax Rules:
>
> 1. Capital gains under <6 months - 55% tax on capital gains
> 2. Capital gains 6 > 12 months - 45% tax on capital gains
> 3. Capital gains 1 > 2 years - 35% tax on capital gains
> 4. Capital gains 2 > 5 years - 18% tax on capital gains
> 5. Capital gains 5+ years - 5% tax on capital gains
> 6. Most critical of all — Institute a capital gains tax of 55% on
> ALL short sales not directly tied to a long buy by a licensed hedge
> fund. I'm tired of paying for the pure shorts 3rd vacation home.

Health Care Stocks Selling for a Fraction of Their Worth

"Health care stocks are only second to tobacco stocks in performance over the last 100 years"

I don't invest with a 100 year time frame, and suspect that there is only a minuscule number who do. So while it may be interesting, that type of statistic has little, if any, practical relevance to stock selection. The question is how will drug companies do going forward. Granted there are some opportunities in that sector. But like everywhere else, the investor needs to exercise caution and not get blinded by historical performance.

Is Google Really a 'Most Valuable' Company?

As an investor I do not equate "market cap" with "most valuable." Most valuable companies are those who have the best prospects for growth going forward. To define value solely by market cap rather than examining a companies business model and relevance in the current business and economic landscape seems to be a guarantee of mediocre returns. Or worse.

Communications: An Industry That's Working

"if you put MLPs into an IRA you lose the tax advantage of return of capital forever. Instead, you pay the same tax on accumulated dividends and capital gains as on anything else held in that account as you withdraw the funds."

If it is a ROTH IRA and you follow the rules, distributions are tax free.

10 Dividend Stocks to Buy Now

I find your methodology interesting. And am considering some of your points for incorporating into my own strategy. But it seems that some of your picks violate your rules. Specifically, "A stock is only considered a "Research Recommendation" when it has fallen within 10% of the 1-year low."

Also, since you are essentially swing trading, it would seem that a 10 year dividend history is less important than current yield.

Thanks for your ideas.

SYSCO Corporation: Dividend Stock Analysis

Although I am in general agreement, I think looking at a 10 year dividend history can be deceptive. I am more concerned with the more recent history. Over the last 5 years SYY has shown an average dividend increase of appoximately 13.5%. Still very good, but not 20%.
Long SYY.

10 Leading Global Utility Stocks

Foreign tax paid is a tax credit when filing taxes, so that is a non issue for tax purposes. The only way it matters is if you are concerned about which government gets your tax dollars.


On Sep 05 06:31 PM realold wrote:

>
>.... And, don't forget that all of these foreign dividends have 15% >tax kept back for U.S. investors.
>

What's Wrong with P&G?

PG sales have been down. Not really surprising since most of their products have competition at a lower price. In a weak economy and hurting consumers the store brands are going to win the battle. Buying on the dips is probably a good idea. When the consumer recovers I expect PG to be a winner.

Procter & Gamble Sells Drug Unit to Warner Chilcott for $3.1 Billion

P&G seems to be narrowing the focus to consumer products. But in a poor economy their products are not priced to compete.

After the initial enthusiasm, PG sold off today .

13 Dividend Stocks to Enter on Dips

I see...But considering current price, dividend, and dividend growth rate that essentially removes a stock like WMT from consideration. I didn't do the math on the others to see how likely, or unlikely, they are to meet that criteria in the near term.


On Aug 13 11:39 PM DesertRat87 wrote:

> The author requires a yield of 3% to purchase a stock. The price
> stated is the one at which the yield is 3% or (Indicated Divident/.03).
>

13 Dividend Stocks to Enter on Dips

I like your criteria for dividend stocks. But some of your "accumulate below" prices seem strange. e.g. WMT hasn't traded below $40 in a very long time. XOM hasn't been below $56 sincd 2005. CL would have to retrench to the March price range. Were those typos?

Microsoft-Yahoo Deal: Highlights and Analysis

Yahoo, didn't get the cash from the deal that investors were hoping for. But in my opinion they got a better search engine. Their technical people will now have one less part of the business to maintain. Considering the layoffs, that has to be a good thing. So now maybe they can focus on providing a quality web portal. Which they were once good at. And they still get search revenue. All in all, I like Yahoo now better than before the deal.

A crusade by Amazon.com (AMZN) and Overstock.com (OSTK) against states looking to boost their tax revenue by forcing companies to collect sales tax if they have marketing affiliates in the state is making a mark.

The added cost for an internet company to collect state sales tax is insignificant. If it even exists! It is a simple matter to let their computer identify the residence and add appropriate tax.

Residents are supposed to declare, and pay, a use tax. But how many people are naive enough to believe that happens on a large scale. Allowing internet companies to avoid collecting sales tax puts local businesses at a price disadvantage.

4 Companies with Solid Dividend Growth Metrics

Your methodology is a good starting point. But I believe that selected stocks need to be examined a little further. For example, MCD shows a dividend growth rate of 15%. But this is largely because they have had some nice increases recently. Recent increases have been 50%, 50%, and 33%. I doubt that they will continue with dividend increases of those magnitudes.

MCD may be a good investment. But don't expect the recent past to be repeated.